RPg Family Wealth Advisory’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.41M | Buy |
|
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.14M | Buy |
|
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $814K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $631K | Buy |
|
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|
2021
Q4 | $505K | Sell |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $451K | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $384K | Buy |
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $13.9K | Buy |
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $13.3K | Sell |
|
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|
2017
Q4 | $28.8K | Hold |
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|
2017
Q3 | $27.3K | Sell |
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|
2017
Q2 | $118K | Sell |
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|
2017
Q1 | $141K | Buy |
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|
2016
Q4 | $26.4K | Sell |
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|
2016
Q3 | $37.9K | Buy |
|
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|
2016
Q2 | $14.3K | Sell |
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|
2016
Q1 | $16.3K | Buy |
|